Services for Clients in Transition
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Navigating student loan repayment options is confusing and frustrating. The difference in implementing a good strategy can result in savings from $1,000 to over $100,000 depending on the amount of student loan debt. Our student loan service includes a review of the student loans for discharge or debt forgiveness, a review of repayment options and recommendations for selecting a repayment option to best facilitate repayment.
Budget, savings and other life goals significantly relate to student loan repayment. The student loan service includes several meetings, a summary of recommendations, a budget plan to incorporate other goals and implementation strategy. Student loans are survivable and we will help you do it.
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Need the help of an expert to get back on your feet after the loss of a loved one or to start a business you have been dreaming about? Big changes call for a big knowledge bank to ensure that you start this next chapter right with confidence and systems in place so you can focus on what matters most. Although it is tempting to try and be a Jill or Jack of all trades, the most successful transitions come from the realization that the right help can help save time and money especially when emotions can be a part of the transition process.
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Have you recently completed your professional education and are ready to level up your finances with your new salary? Are you in a serious relationship with a partner where you are considering merging finances or working together toward financial goals? Is it time to get a plan organized?
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Even in the most cordial of circumstances, getting a divorce is difficult. In addition to the emotional duress, often divorce has a significant impact on your finances both now and in the future. Working toward an equitable split of marital assets can leave too much room for interpretation.
At Steel CIty Wealth Collaborative, we work to identify what assets are marital and what are not. After the marital assets are identified we will ensure the value is accurate including the future value of retirement assets and tax consequences of selling or keeping property.
A new budget plan is essential in the process and we will help you craft a pathway forward to recover from the financial constraints of separation and divorce. Our goal is that you are financially whole and able to support a life well worth living
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Mediation is an opportunity to resolve disputes outside of the court system. A neutral third party with expertise in personal finance, behavioral financial therapy and mediation training can help guide the conversation to resolution with less stress and cost than litigation. We provide guidance as that neutral third party. The use of mediation can help parties explore creative solutions to even the biggest challenges and encourages a thoughtful approach to reaching a satisfactory outcome.
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Struggling to reach your financial goals or thinking about the purchase of a big ticket item and need a bit of extra assistance and accountability to accomplish those important things?
We help identify the important priorities and develop a game plan for reaching those milestones in the timeframe desired.
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These services are provided by 80 West Asset Management. Please contact us directly for information at compliance@80westassetmanagement.com
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Inspired by the amazing B.G. and other women who have traveled on challenging journeys to pave a way for themselves and their family, we offer educed fee services for those who qualify because we believe everyone deserves access to great advice. We try to do our part in a small way by sharing our expertise and experience and recommendation resources and information to make informed financial choices.
We believe we are at our best when those around us are also at their best.
